Bank of America Private Client Advisor Samuel Munn

Bank of America Private Client Advisor Samuel Munn is a financial planner in Mt Pleasant, SC. Specializing in wealth management and financial guidance, Samuel serves high-net-worth and ultra-high-net-worth individuals, families, and businesses within the community. With over three decades of experience, he offers comprehensive services including investment management, trust and estate planning, philanthropic objectives, and custom credit solutions. His team is equipped to handle complex financial needs and provide strategic guidance tailored to local clients.

Mark Munn, a Managing Director and Private Client Advisor for Bank of America Private Bank in Charleston, SC, brings deep insights into the community's financial needs. He leverages extensive global resources from the Private Bank to serve multiple generations within high-net-worth families and helps privately held companies with succession planning. Mark also assists foundations in managing their assets to advance their missions. His background includes roles in retail banking, professional and executive banking, and premier banking, providing a broad perspective on financial services.

The business is known for its thorough, well-documented information available online, making it easy for clients to understand the range of services offered and access relevant insights and resources.

Mark Munn's extensive experience and deep community ties make him a trusted advisor in Mt Pleasant, SC, offering unparalleled financial guidance and wealth management tailored to local needs.

Services:

• Asset Management
• Custom Credit and Lending Solutions
• Debt Financing Solutions
• Investment Management
• Multi-generational Wealth Transfer Strategies
• Philanthropic Giving Solutions
• Philanthropic Objectives
• Succession Planning